SCHEDULE OF ASSETS AND DEBTS
The Schedule of Assets and Debts is a Court mandated form that is exchanged between the parties pursuant to statute pursuant to their fiduciary duty to each other. It is a detailed inventory of all the community assets and debts, and each party’s separate assets and debts. Please note, you must provide us with all of the documents supporting the information disclosed that you are in possession of, or can obtain through reasonable efforts. Please call our office if you have any questions about this process at (559) 230-2600.
REAL ESTATE (Give street address or APN)
Drag and drop copies of deeds and latest lender's statement
HOUSEHOLD FURNITURE, FURNISHINGS, & APPLIANCES
JEWELRY, ANTIQUES, ART, COIN COLLECTIONS, ETC.
VEHICES, BOATS, & TRAILERS (Describe)
Drag and drop copies of title documents
SAVINGS ACCOUNTS (Identify account name, account number, bank, and branch)
Drag and drop copies of latest statements
LIFE INSURANCE
Drag and drop copies of declaration page for each policy
STOCKS, BONDS, SECURED NOTES, & MUTUAL FUNDS (Identify)
Drag and drop copies of latest statements
RETIREMENT AND PENSIONS (Identify account name)
Drag and drop copies of latest statements
PROFIT SHARING, ANNUITIES, IRAS, & DEFERRED COMPENSATION (Identify accounts)
Drag and drop copies of latest statements
ACCOUNTS RECEIVABLE AND UNSECURED NOTES (Identify)
Drag and drop copies
PARTNERSHIPS AND OTHER BUSINESS INTERESTS (Identify)
Drag and drop copies of latest Forms K-1, 1099, and Schedule C
OTHER ASSETS (Identify)
Drag and drop any supporting documents
STUDENT LOANS (Identify account name and number)
Drag and drop copies of latest statements
TAXES (Identify taxing authority)
Drag and drop copies of latest statements
SUPPORT ARREARAGES (Identify obligation)
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Drag and drop copies of all supporting orders and statements
UNSECURED LOANS (Identify lender)
Drag and drop copies of notes and latest statements
CREDIT CARDS (Identify account names and numbers)
Drag and drop copies of latest statements
OTHER DEBTS (Identify and attach copy of latest statement)
Drag and drop supporting documents
Signature
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